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Boston Beer
SAM

165 hedge funds and large institutions have $1.37B invested in Boston Beer in 2013 Q2 according to their latest regulatory filings, with 165 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

90.45% more ownership

Funds ownership: 0% → 90.45% (+90%)

71% less call options, than puts

Call options by funds: $7.59M | Put options by funds: $25.9M

Holders
165
Holders Change
+165
Holders Change %
–
% of All Funds
5.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
165
Increased
–
Reduced
–
Closed
–
Calls
$7.59M
Puts
$25.9M
Net Calls
-$18.3M
Net Calls Change
-$18.3M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$157M +$146M +918,216 New
Fidelity Investments
2
Fidelity Investments
Massachusetts
$134M +$125M +787,758 New
Franklin Resources
3
Franklin Resources
California
$91.1M +$84.7M +533,897 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$90.8M +$84.4M +531,883 New
WRF
5
Waddell & Reed Financial
Kansas
$79.8M +$74.2M +467,780 New
Fisher Asset Management
6
Fisher Asset Management
Washington
$71.9M +$66.8M +421,319 New
BFA
7
BlackRock Fund Advisors
California
$67.2M +$62.5M +393,768 New
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$61.4M +$57.1M +359,887 New
BAMCO Inc
9
BAMCO Inc
New York
$54M +$50.2M +316,484 New
Morgan Stanley
10
Morgan Stanley
New York
$44.1M +$41M +258,373 New
GGHC
11
Gilder Gagnon Howe & Co
New York
$42.2M +$39.2M +247,045 New
TCM
12
TimesSquare Capital Management
New York
$41.1M +$38.2M +240,700 New
BIT
13
BlackRock Institutional Trust
California
$36M +$33.5M +211,038 New
State Street
14
State Street
Massachusetts
$27M +$25.1M +158,044 New
SONJCPFA
15
State of New Jersey Common Pension Fund A
New Jersey
$21.8M +$20.3M +128,000 New
Northern Trust
16
Northern Trust
Illinois
$21.6M +$20.1M +126,797 New
GI
17
GAMCO Investors
Connecticut
$19.1M +$17.8M +112,100 New
Renaissance Technologies
18
Renaissance Technologies
New York
$19.1M +$17.7M +111,700 New
O
19
OppenheimerFunds
New York
$17.1M +$15.9M +100,000 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$16.2M +$15.1M +95,194 New
EAM
21
Eagle Asset Management
Florida
$15.6M +$14.5M +91,254 New
Norges Bank
22
Norges Bank
Norway
$12M +$11.1M +70,287 New
KCM
23
Kornitzer Capital Management
Kansas
$11.4M +$10.6M +66,529 New
TG
24
TCW Group
California
$7.99M +$7.42M +46,805 New
Principal Financial Group
25
Principal Financial Group
Iowa
$7.97M +$7.41M +46,712 New
1
2 3 4 5

SAM Hedge Fund Activity: Q2 2013 in Review

165 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Boston Beer (SAM) for Q2 2013, worth a combined $1.37B.

Buyers outnumbered sellers: 165 funds opened new SAM positions and 0 closed out — a net gain of 165 holders — while 0 added to existing stakes and 0 trimmed.

  • 165 institutional investors held Boston Beer (SAM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.37B of Boston Beer stock for Q2 2013.
  • 165 funds opened new Boston Beer positions in Q2 2013 and 0 closed out, a net change of +165 holders.

Based on aggregated 13F filings for Q2 2013.